By Cara M. Chittenden Many people think that estate plans are for someone else, not them. They may rationalize that they are too young or don't have enough money to reap the tax benefits of a plan. But as the following list makes clear, estate planning is for...
No, the estate tax isn’t dead, Fidelity reminds investors in “Tax Reform and Estate Planning”, even if it is in a coma until the end of 2025. True, 2018’s tax reform had far-reaching implications, including an increase in the federal estate tax exclusion to $11.4...
If you are not married, you might not think that making an estate plan is a priority for you. This may be especially the case if you are young and have no children. However, the reality of the matter is that anyone can benefit from some form of estate planning. In...
By Dara M. Hensel This is a common question we hear. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you want a trust to permit that child to...
By Rebecca W. Geyer Guardianship, among the most restrictive options for assisting disabled individuals because it takes decision-making rights away from the person, is a commonly used means of assisting people with disabilities. Under Indiana law, when a person...
Many people, when they walk down the aisle, do so with a very complicated financial past. There are many reasons why people across the United States are looking into prenuptial agreements, and it is not due to a lack of romance. In fact, having a prenuptial agreement...
There’s a lot of press devoted to the fact that many Millennials are waiting. Waiting, that is, to do three things, including: getting married buying a first home having children But, should that mean Millennials have little reason to do estate planning? Not at all,...
By Cara M. Chittenden A living will lays out your preferences for life-sustaining medical treatment. It is often accompanied by a health-care proxy or power of attorney, which allows someone to make treatment decisions for you if you are incapacitated and the living...
When it comes to special needs planning and retirement planning, coordinating with benefits from Social Security is essential.
By Dara M. Hensel, Estate Planning Paralegal Having a special needs child has many challenges. One of the toughest challenges faced by many parents is knowing how to best care for their special needs child as they reach adulthood. There are many areas that need...
